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Tata Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Fund INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6250 Cr ₹7943 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 31 Mar 2003
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 73% 10.69%
Expense Ratio 1.8 1.77
Manager Aditya Khemani Chandraprakash Padiyar
ISIN Code INF205K01247 INF277K01428
Exits Load Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Month 3.91% 2.2%
6 Month -1.91% -5.1%
1 Year 14.47% 4.44%
3 Year 21.74% 16.32%
5 Year 24.41% 22.27%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
6 Month 1.69% 1.86%
1 Year 1.16% -3.84%
3 Year 24.14% 13.97%
5 Year 21.66% 16.5%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
1 Year 13.52% 16.65%
3 Year 14.27% 15.07%
5 Year 14.77% 14.35%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Standard Deviation 12.64% 11.3%
Sharp 0.76% 0.61%
Beta 0.97% 0.86%
Alpha 2.95% 0.19%

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Fund Managers

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Name Aditya Khemani Chandraprakash Padiyar
Total AUM ₹12070 Cr ₹15627 Cr
Funds Managed 3 3
INVESCO INDIA LARGE & MID CAP FUND - Growth Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 3.8 5.97
Large Cap 35.92 43.35
Mid Cap 42.59 36.2
Small Cap 17.69 14.48

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Tata Large & Mid Cap Fund- Regular Plan - Growth Option

Others 2.01 5.77
Communication Services 1.79 5.31
Consumer Cyclical 23.58 6.92
Healthcare 14.39 6.97
Real Estate 6.51 1.96
Financial Services 27.11 33.79
Basic Materials 4.56 11.06
Industrials 10.18 11.22
Consumer Defensive 2.23 6.26
Technology 7.63 4.49
Energy - 4.53
Utilities - 1.73

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